Accounting Ideas

an add invoice tab on this screen would save a lot of time when reconciling a statement. rather than out to add invoice and back to reselect the supplier.

Quickbooks pre fills information from the previous invoice for that supplier, saves a lot of time!

You can now import journals which is great, but would love to have a column so you can also import departments.

At the moment bank accounts are created in the chart of Accounts as a ledger account in the bank Category. However, Bank accounts can also be created in the banking tab if you want to set up a Bank feed. Not all bank accounts are necessarily requi...

I currently utilize "Payroll Cheque Run" for our biweekly payroll of 76 employees. When the posting is made to the General Ledger it posts 1 entry for EACH employee; instead of a BATCH total. Because confidential payroll information is visible in ...

So that we dont have to click into each individual transaction just to check where something has been posted

When receipt of deposit, such bank receipt is posted to nominal ledger Deposit Liability Account. When service is delivered, deposit is applied to a particular customer account. Now Sage customer account has no such feature. And, by journal to tra...

Instead of having to credit/debit sales taxes accounts manually, add ability to automatically calculate taxes for a line item. Just like in Zoho Books and Quickbooks (see attachment).

Create a feature for dividends, in a similar way that CIS was created. I.e. ledger accounts created for you once switched on/enables reporting needed for clarity . This would automate the process.

When viewing a supplier/customer account, additional transaction lines are generated for each allocation. Whilst I accept the usefulness of this feature when querying an account, it is unnecessary clutter. Can we have an option to turn on/off the ...